Position
Treatment Plan Coordinator
Higher case acceptance, smoother patient financing.
A treatment plan coordinator presents recommended treatment to the patient, walks them through insurance benefits and out-of-pocket cost, sets up financing, and books the next appointment. Used heavily in dental, dermatology cosmetic, OB-GYN, and chiropractic practices to lift case acceptance and reduce treatment drop-off.
What is a treatment plan coordinator?
A treatment plan coordinator presents recommended treatment to the patient, walks them through insurance benefits and out-of-pocket cost, sets up financing, and books the next appointment. Used heavily in dental, dermatology cosmetic, OB-GYN, and chiropractic practices to lift case acceptance and reduce treatment drop-off.
What a treatment plan coordinator does day-to-day
Our treatment plan coordinators sit in the EHR or practice management system, review the provider's recommended plan, prepare a patient-friendly breakdown of cost and timing, set up CareCredit or other financing, and book the next visit. They follow up with patients who didn't accept right away — a workflow that lifts case acceptance rates measurably.
Daily responsibilities of a treatment plan coordinator
- Treatment plan presentation and patient education
- Insurance breakdown and out-of-pocket cost calculation
- CareCredit, Sunbit, and patient financing setup
- Same-day or next-visit scheduling
- Follow-up on un-accepted treatment plans
Tools & EHRs supported
Practices that hire treatment plan coordinators through Staffing For Doctors
Each practice gets a treatment plan coordinator trained on the EHR, payers, and workflows specific to that specialty.
Frequently asked questions
About hiring a treatment plan coordinator from Staffing For Doctors.